Create a financed deal

Follow this workflow to create a deal that has an AppOne or non-AppOne lender.

  1. Start the deal from the Home tab.
  2. Complete applicant information.
  3. Pull a new credit report (if applicable).
  4. Enter collateral information for an automobile, marine, powersports, RV, and other collateral.
  5. Enter trade-in and deal structure information.
  6. Select lender callback.
  7. Complete the deal structure.and add back-end products.
  8. Print the Risk Based Pricing Notice and Adverse Action (if applicable).
  9. Print the forms.
At any time you can:
WKFS